monday CRM for startups is a great choice
July 04, 2022

monday CRM for startups is a great choice

Yair Cohen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with monday sales CRM

Monday.com CRM has been the best choice for a startup of our size, allowing us to efficiently manage the relationship with hundreds of organizations through our first year. As opposed to other CRM tools, the onboarding time was short, and the engagement metrics of our internal team were super high.

Pros

  • Adding new contacts and opportunities
  • Managing subtasks and next steps with each prospect
  • Keeping notes and updates from engagements

Cons

  • Capturing communication via multiple channels
  • ROI was high
Monday.com CRM is a much better fit than Google Workspace, which is very generic and less appropriate

Do you think monday CRM delivers good value for the price?

Yes

Are you happy with monday CRM's feature set?

Yes

Did monday CRM live up to sales and marketing promises?

Yes

Did implementation of monday CRM go as expected?

Yes

Would you buy monday CRM again?

Yes

Very intuitive and colorful design
Excellent customer experience staff that always provides good and quick answers.
Well-suited for organizations with few sales people.

monday CRM Feature Ratings

6.0
Customer data management / contact management
Not Rated
Workflow management
9
Territory management
3
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
Not Rated
Interaction tracking
5
Customer Service & Support ()
Not Rated
7.0
Lead management
7
7.3
Task management
8
Billing and invoicing management
7
Reporting
7
7.0
Forecasting
5
Pipeline visualization
9
Customizable reports
7
7.3
Custom fields
10
Custom objects
7
Scripting environment
7
API for custom integration
5
8.0
Role-based user permissions
7
Single sign-on capability
9
Social CRM ()
Not Rated
Not Rated
Marketing automation
Not Rated
10.0
Mobile access
10

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